Counterpoint Research
Counterpoint Research

Email Report


This 30-page report brings together Counterpoint Research insights published over the past two months covering key Apple themes and segments: 

  • Huawei Surpasses Apple in Q2 2025 Smartwatch Shipments for First Time
  • Apple Watch Cumulative Revenues Since 20154 Pass $100bn
  • Global Refurb Growth Slows; iPhone Drives Emerging Markets Outperformance
  • India Smartphone Export Volumes Pop 35% YoY in H1 2025 on iPhone Shipment Surge to US 
  • Apple Airpods Cumulative Revenue to Cross $100bn in 2026
  • TWS Market entering Maturity; Counterpoint Expects AirpPods Growth in 2027
  • Q2 2025 US Smartphone Sell-Through up 9%; iPhone Sell-Through Up 10% on iPhone 16e sales
  • Apple Revenues by Product Category For Every Quarter Since First iPhone Launch in Q2 2007
  • Global Smartphone Revenues Exceed Record $100bn; iPhone Highest Ever @43% Share 
  • Q2 2025 Global PC Shipments Growth Accelerates; Apple (and Lenovo, Asus) Outperform
  • Findings From Counterpoint’s Apple User Survey:  iPhone Pro Users & The Reverse Diffusion Curve

 

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